Is The Bypass Trust Now Old Technology?
January 1, 2025
Individuals can pass up to $13.99M (2025) to heirs free of gift, estate, or generation-skipping transfer (GST) tax. Excess transfers…
Articles and News
A dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics including macroeconomics and the markets, investing, financial planning and much, much more.
Helping Your Child Buy a Home
January 1, 2025
One of the most common questions we hear from clients is how to help an adult child buy a home.…
Organizing Assets to Create a Tax Efficient Portfolio
January 1, 2025
Over time, investors will begin to accumulate an inventory of account types - 401(k)s, IRAs, Roth IRAs, Taxable Accounts, Annuities…
Net Unrealized Appreciation (NUA)
January 1, 2025
The IRS gives special tax incentives for owning employer stock inside your retirement plans referred to as Net Unrealized Appreciation…
Beacon Pointe Advisors Rounds Out the Year with Robust Growth Driven by Key Acquisitions
December 17, 2024
Beacon Pointe Advisors (“Beacon Pointe”) unveils its latest acquisitions of...
How to Replace Your Paycheck When You Retire: A Webinar for Employees of the 3M Company & Solventum
December 13, 2024
Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe…
Macro & Markets: December 2024 – An Update from Beacon Pointe CIO
December 13, 2024
This quarterly macroeconomic update offers a high-level overview of key economic trends shaping the markets. Topics include the latest developments…
Beacon ‘Pointe of View’ – A Market Update December 2024
December 9, 2024
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including...
Beacon Pointe Advisors Welcomes Greggory Cowan as Retirement Plan Business Consultant
December 9, 2024
In this new role, Gregg will support the growing portfolio of Beacon Pointe’s Retirement Plan Services Group, which...